Wealthbox

Smart CRM for financial advisors

1 follower

Smart CRM for financial advisors

1 follower

Visit website

wealthbox.com was first indexed by Google more than 10 years ago

Launch tags:Web App•Tech

Launch Team

Dropbox Sign APIBuild eSignatures into your app with less work.

Promoted

Polywork

Hunter

Wealthbox is a robust but intuitive CRM for financial advisors (~280,000 in the US) to manage not only their book of business but deal w. modern day communication across email, phone and social. The product is one of many incubated at @starburstlabs here in NYC, all focused on the financial technology and SMB space. BTW, fun fact about the founder of Wealthbox, @johnrourke: alongside @alexmturnbull (now @groovehq) and @hpoydar (now @statushero), John helped build one of my favorite social CRM products we used actively during our first company called Bantam Live in 2009. It was way ahead its time w. social feeds and a much cleaner view of tasks than any other CRM in the market - ideal for sales.

Report

11yr ago

Wealthbox

Maker

@daveambrose Hey Dave, Looong time no see or chat. You were one of our favorite customers back in the Bantam Live CRM days. I really appreciate your nice words about Wealthbox CRM for financial advisors. One note: We should add @DanFerranti to the cofounder lists of both Bantam Live and, now, Wealthbox CRM under our new company called @StarburstLabs. We're building a suite of standalone yet complementary apps that connect investors with financial professionals. ...Thanks again for the mention/listing.

Report

11yr ago

Go Fractional

@johnrourke I was a HUGE fan of bantam live back in the day

Report

11yr ago

Wealthbox

Maker

@ericfriedman Hey Eric, I remember meeting you at the foursquare offices about 5 years ago, as email exchanges attest. Thanks for commenting and good to see you remain a fan and booster of NYC startups. ....cc: @daveambrose

Report

11yr ago

The Outsider: Invest in America

I had the opportunity to meet with @johnrourke and his CTO @danferranti when they were getting ready to launch. Very impressed with the technology stack, product approach, and laser targeting to the financial advisor market. The majority of the CRM apps for advisors are bloated with a ton of features that require full time staff to keep the data relevant. Wealthbox nails the right set of features with a pleasing UX that can overcome the #1 obstacle in CRM: usage adoption.

Report

11yr ago

Wealthbox

Maker

@jamie_mci Hey Jamie, what a nice comment. Thanks for that. CRM systems are pretty hard to build, particularly if you want to make them simple. We're trying and we have lots more to do. Really appreciate the words about @Wealthbox ...Stay tuned for more.

Report

11yr ago

Reviews